Thursday 15 October 2026 | 9:30am – 11:30am
Village Hotel St Davids, Ewloe

Join WAY Trustees Limited and Rathbones for an engaging CPD-qualifying breakfast seminar designed to help professional advisers deliver greater value to their clients through integrated estate planning and investment strategies.

As the planning landscape becomes increasingly complex, this session will explore practical approaches to inheritance tax planning, trusts, Consumer Duty considerations, and investment solutions that support improved client outcomes.

Key Learning Areas

• Incorporating recent budget changes into planning strategies
• Best practice estate planning frameworks
• Integrating Consumer Duty into trust and IHT planning
• Effective use of trust structures to improve tax efficiency
• Rathbones’ investment approach and current market outlook
• Tailoring portfolios to meet individual client needs
• The role of alternative assets within bespoke portfolios

Your Speakers

John Humphreys
Business Development Manager (North), WAY Trustees Limited

Neil Turner
Office Head, Liverpool, Rathbones

What’s Included?

✅ Complimentary Breakfast
✅ CPD Qualifying Session
✅ Practical Estate Planning & Investment Insights
✅ Networking Opportunities with Fellow Professionals

Places are complimentary but limited, so advance booking is essential.

Venue:
Village Hotel St Davids
St Davids Park, Ewloe
Deeside, CH5 3YB

👉 Book your place via Eventbrite: https://www.eventbrite.com/e/1997685587368?aff=oddtdtcreator